Forward Wealth
Forward Wealth is an SEC-registered ria in Lone Tree, CO with $111.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Forward Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339154, SEC 801-134871, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $111.1M (2026-06-11)
- Firm type
- Ria
- Location
- Lone Tree, CO
- Employees
- 12
- Clients
- 15
- CRD
- 339154
- Ownership
- THE SHAUNA K. GILLESPIE REVOCABLE TRUST; Gallacher, Nathalie; GILLESPIE, JOHN, C; STOKER, QUENTIN, GARRETT; THE GEM STONE TRUST
How much AUM does Forward Wealth have?
Forward Wealth reported $111.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Forward Wealth?
Disclosed owners and executives of Forward Wealth include THE SHAUNA K. GILLESPIE REVOCABLE TRUST, Gallacher, Nathalie, GILLESPIE, JOHN, C, STOKER, QUENTIN, GARRETT, THE GEM STONE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.